Paula Schmidt signed Jack's Oil Distributing, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jack's Oil Distributing, Inc.'s EIN is 54-2097393.
Download the official 2024 Form 5500 (PDF) for Jack's Oil Distributing, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jack's Oil Distributing, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS, LLC | 36-3120284 | — | INVESTMENT ADVISOR | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TSC 401K | 41-0955056 | — | — | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Flxfocs Mod 2035 R1 Registered Investment Company | Common Stocks | — | — | $1.2M | 37.1% | |
| Flex Focus Moderate 2055 Fund Class R1 Registered Investment Company | Common Stocks | — | — | $642K | 20.2% | |
| Flxfocs Mod Rtrmt R1 Registered Investment Company | Common Stocks | — | — | $386K | 12.2% | |
| Flxfocs Mod 2045 R1 Registered Investment Company | Common Stocks | — | — | $145K | 4.6% | |
| Pimco Inc Inst Registered Investment Company | Mutual Funds | — | — | $100K | 3.1% | |
| Flxfocs Aggr 2055 R1 Registered Investment Company | Common Stocks | — | — | $97K | 3.1% | |
| Amfds Am Bal R6 Registered Investment Company | Common Stocks | — | — | $70K | 2.2% | |
| Blkrk Mdcap Gr Eq Inst Registered Investment Company | Common Stocks | — | — | $62K | 1.9% | |
| Vngrd Wlsly Inc Adml Registered Investment Company | Common Stocks | — | — | $61K | 1.9% | |
| Pgim Hi Yld R6 Registered Investment Company | Common Stocks | — | — | $52K | 1.7% | |
| Col Divd Inc Inst2 Registered Investment Company | Common Stocks | — | — | $52K | 1.6% | |
| Aqr Lgcap Defn Style I Registered Investment Company | Common Stocks | — | — | $50K | 1.6% | |
| Interest-bearing Cash Fed Hrms Gov Oblgtns Prmr Interest-bearing Cash ** $ | Cash / Money Market | — | — | $39K | 1.2% | |
| Dbline Enhcd Cape I Registered Investment Company | Common Stocks | — | — | $33K | 1.0% | |
| Msif Intl Advtg I Registered Investment Company | Common Stocks | — | — | $31K | 1.0% | |
| Pimco Intl Bdusdlrhdginst Registered Investment Company | Mutual Funds | — | — | $26K | 0.8% | |
| Pgim Ttl Rtn Bd R6 Registered Investment Company | Common Stocks | — | — | $25K | 0.8% | |
| Amfds New Prspct R6 Registered Investment Company | Common Stocks | — | — | $19K | 0.6% | |
| Pimco Stkplus Lg Dur Inst Registered Investment Company | Mutual Funds | — | — | $19K | 0.6% | |
| Vngrd Sm Cap Indx Fd As Registered Investment Company | Common Stocks | — | — | $18K | 0.6% | |
| Jpm Emrg Mkt Eq R6 Registered Investment Company | Common Stocks | — | — | $16K | 0.5% | |
| Trowepr Blue Chip Gr Registered Investment Company | Common Stocks | — | — | $16K | 0.5% | |
| Col Strat Inc Inst2 Registered Investment Company | Common Stocks | — | — | $13K | 0.4% | |
| Msif Inst Gr I Registered Investment Company | Common Stocks | — | — | $13K | 0.4% | |
| Fid 500 Indx Registered Investment Company ** 131 Fid Glbl Exus Indx Registered Investment Company | Mutual Funds | — | — | $6K | 0.2% | |
| Registered Investment Companies Alger Smcap Focs Y Registered Investment Company | Common Stocks | — | — | $4K | 0.1% | |
| Nuveen Real Estate Securities Fund - Class R6 Registered Investment Company | Mutual Funds | — | — | $2K | <0.1% | |
| Virtus Kar Smcap Gr R6 Registered Investment Company | Common Stocks | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
